Nerd's Eye View

JULY 7, 2023

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Mergers and Acquisitions (M&A) 97

Mergers and Acquisitions (M&A) Tax Planning Valuation Sales 97

CFO News Room

DECEMBER 23, 2022

Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that Congress appears poised to pass “SECURE Act 2.0”, a series of measures that will have significant impacts on the world of retirement planning. Adam is an Associate Financial Planning Nerd at Kitces.com.

Mergers and Acquisitions (M&A) 130

Mergers and Acquisitions (M&A) Planning Valuation Securities 130

CFO News Room

NOVEMBER 23, 2022

Among the several different types of retirement plans that are available to self-employed workers, solo 401(k) plans can offer the most flexibility and the ability to contribute the highest amount of tax-advantaged savings. Self-directed plans, meanwhile, offer more ability to tailor a plan’s features to an individual’s needs.

Planning 130

Planning Mergers and Acquisitions (M&A) Investments Accounting 130

Global Finance

OCTOBER 31, 2024

Meanwhile, banks across the country are responding to difficult times with an unprecedented wave of innovation. More than ever, Chinese banks are applying creative, expansive, and tech-savvy tools to strengthen innovation throughout their industry, a banking juggernaut with over 430 trillion renminbi ($60.7 trillion) in assets.

Mergers and Acquisitions (M&A) 52

Mergers and Acquisitions (M&A) Manufacturing Risk Management Construction 52

CFO News Room

NOVEMBER 26, 2022

Also in industry news this week: The Biden administration has extended the student loan payment pause out to as far as August 31, 2023 amid legal battles over its broader student loan relief plan. Why RIA M&A activity has slowed down since October and how deal structures could be affected in the current economic environment.

Mergers and Acquisitions (M&A) 130

Mergers and Acquisitions (M&A) Planning Securities Investments 130